JobTek
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Pricing

JobTek pricing for office and field service teams

Choose a plan for the people who sign in, in the office and out on site. JobTek CRM covers enquiries and customers. Essentials adds jobs, scheduling, asset records, forms, quotes and invoices. Professional adds Auto Schedule, online approvals and payments, the customer portal and accounting connections.

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Pick the plan that fits your business

Bring your customers, jobs and team together in one place. Whether you’re managing enquiries or running your entire field service operation, there’s a JobTek plan designed to help your business work smarter and grow.

JobTek CRM

For taking enquiries and keeping track of customers.

£4+ VAT per user / month

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Enquiries and customers

  • Enquiry list Calls you log, emails and web form submissions land in one list, each with an owner.
  • Enquiry statuses See which enquiries are new, waiting on the customer or ready to quote.
  • Automatic enquiry replies Customers get an acknowledgement as soon as their enquiry arrives.
  • Customer records Addresses, contacts, notes and history for each customer you work for.
  • Contact search Search by name to find a contact's phone number and email address.
  • Notes Internal notes on enquiries and customers, kept apart from what the customer sees.
  • Files and photos Attach photos, documents and drawings to the customer or enquiry they belong to.
  • Ready-made enquiry form and email address A ready-made web form and a dedicated email address, both of which create enquiries.
  • Facebook, Instagram and WhatsApp Business messages Messages to your linked Page, account or number arrive as enquiries you can reply to.
  • Extra web forms A form for each service, asking the questions that set the price, like postcode, model or a photo.
  • Custom domains Link your own domains to JobTek for branded emails, web forms and your public pages.
  • Attachment library Reuse shared company attachments across records and customer communications.
See 12 included features

Enquiries and customers

  • Enquiry list Calls you log, emails and web form submissions land in one list, each with an owner.
  • Enquiry statuses See which enquiries are new, waiting on the customer or ready to quote.
  • Automatic enquiry replies Customers get an acknowledgement as soon as their enquiry arrives.
  • Customer records Addresses, contacts, notes and history for each customer you work for.
  • Contact search Search by name to find a contact's phone number and email address.
  • Notes Internal notes on enquiries and customers, kept apart from what the customer sees.
  • Files and photos Attach photos, documents and drawings to the customer or enquiry they belong to.
  • Ready-made enquiry form and email address A ready-made web form and a dedicated email address, both of which create enquiries.
  • Facebook, Instagram and WhatsApp Business messages Messages to your linked Page, account or number arrive as enquiries you can reply to.
  • Extra web forms A form for each service, asking the questions that set the price, like postcode, model or a photo.
  • Custom domains Link your own domains to JobTek for branded emails, web forms and your public pages.
  • Attachment library Reuse shared company attachments across records and customer communications.

JobTek Essentials

For booking jobs, sending quotes and getting invoices out.

£17+ VAT per user / month

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Everything in JobTek CRM, plus:

Enquiries and customers

  • Customer-specific pricing Set customer-specific prices for products and services.

Jobs and scheduling

  • Jobs Each job holds the customer, tasks, bookings, notes and files, and updates as the team works.
  • Job workflows Move each job through set stages, so everyone can see what's next.
  • Booking scheduler Book visits on a shared schedule that shows who's free and who's already booked.
  • Task allocation Split a job into tasks and give each one to the person doing it.
  • Dashboard Today's workload and open work at a glance, with a click through to the records.
  • Directions to the job Start navigation to the booking's address from the JobTek app.
  • Calendar feeds Subscribe to secure iCalendar booking feeds in Outlook, Apple Calendar, Google Calendar and other calendar apps.
  • Job types, statuses and non-completion reasons Configure job types, job statuses and the reasons assigned work cannot be completed.

Quotes, invoices and payments

  • Quotes Itemised quotes with prices, VAT and a description of the work, sent by email.
  • Convert quotes to jobs Accepted quotes become jobs, details and all.
  • Convert quotes to invoices Bill the quoted lines without typing them in again.
  • Invoices Built from the job and emailed with a link the customer can open online.
  • Payments See what's paid and what's still owed on each invoice.
  • Credit notes Correct an invoice with a credit note instead of editing what was sent.
  • Refunds Record a refund when you pay back a customer's credit.
  • Customer balances What each customer owes, and any credit they hold.
See the 17 features it adds

Enquiries and customers

  • Customer-specific pricing Set customer-specific prices for products and services.

Jobs and scheduling

  • Jobs Each job holds the customer, tasks, bookings, notes and files, and updates as the team works.
  • Job workflows Move each job through set stages, so everyone can see what's next.
  • Booking scheduler Book visits on a shared schedule that shows who's free and who's already booked.
  • Task allocation Split a job into tasks and give each one to the person doing it.
  • Dashboard Today's workload and open work at a glance, with a click through to the records.
  • Directions to the job Start navigation to the booking's address from the JobTek app.
  • Calendar feeds Subscribe to secure iCalendar booking feeds in Outlook, Apple Calendar, Google Calendar and other calendar apps.
  • Job types, statuses and non-completion reasons Configure job types, job statuses and the reasons assigned work cannot be completed.

Quotes, invoices and payments

  • Quotes Itemised quotes with prices, VAT and a description of the work, sent by email.
  • Convert quotes to jobs Accepted quotes become jobs, details and all.
  • Convert quotes to invoices Bill the quoted lines without typing them in again.
  • Invoices Built from the job and emailed with a link the customer can open online.
  • Payments See what's paid and what's still owed on each invoice.
  • Credit notes Correct an invoice with a credit note instead of editing what was sent.
  • Refunds Record a refund when you pay back a customer's credit.
  • Customer balances What each customer owes, and any credit they hold.
Complete package

JobTek Professional

For businesses that want customers to approve, pay and log in online.

£29+ VAT per user / month

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Everything in JobTek Essentials, plus:

Enquiries and customers

  • JI Assist Summarises long enquiries, spots missing details and drafts your reply.

Jobs and scheduling

  • Auto Schedule Best-fit booking suggestions in seconds, based on skills, travel, working hours and existing bookings, ready to confirm in a click.
  • Shifts, timesheets and absence requests Clock shifts, review timesheets and manage employee absence requests.
  • Confirmation email templates Create and manage reusable booking confirmation email templates.

Quotes, invoices and payments

  • Online quote approval Customers accept the current quote from a secure link.
  • Quote reminders Automatic follow-ups for quotes the customer hasn't answered yet.
  • Invoice reminders Automatic reminders while an invoice is unpaid, on the schedule you set.
  • Accounting integration Send invoices, credit notes and payments to Xero, QuickBooks Online, Sage Accounting or FreeAgent.
  • Payment providers Link your Stripe, GoCardless or PayPal account so customers can pay invoices online.

For your customers

  • Customer portal A login for named customer contacts to see the bookings, quotes and invoices you share.
  • Automatic customer updates Customers hear about bookings and billing without you sending each update by hand.

Security and administration

  • Enterprise security Connect OpenID Connect or SAML SSO, require company sign-in, and manage user provisioning with JIT and SCIM.
See the 12 features it adds

Enquiries and customers

  • JI Assist Summarises long enquiries, spots missing details and drafts your reply.

Jobs and scheduling

  • Auto Schedule Best-fit booking suggestions in seconds, based on skills, travel, working hours and existing bookings, ready to confirm in a click.
  • Shifts, timesheets and absence requests Clock shifts, review timesheets and manage employee absence requests.
  • Confirmation email templates Create and manage reusable booking confirmation email templates.

Quotes, invoices and payments

  • Online quote approval Customers accept the current quote from a secure link.
  • Quote reminders Automatic follow-ups for quotes the customer hasn't answered yet.
  • Invoice reminders Automatic reminders while an invoice is unpaid, on the schedule you set.
  • Accounting integration Send invoices, credit notes and payments to Xero, QuickBooks Online, Sage Accounting or FreeAgent.
  • Payment providers Link your Stripe, GoCardless or PayPal account so customers can pay invoices online.

For your customers

  • Customer portal A login for named customer contacts to see the bookings, quotes and invoices you share.
  • Automatic customer updates Customers hear about bookings and billing without you sending each update by hand.

Security and administration

  • Enterprise security Connect OpenID Connect or SAML SSO, require company sign-in, and manage user provisioning with JIT and SCIM.

Try JobTek Professional free for 30 days, with no payment method needed. Add one whenever you’re ready and your subscription carries straight on. If none has been added by the end of the trial, your subscription is cancelled. Your account and data are kept, so you can choose a plan and carry on at any time.

All prices exclude VAT.

Need help choosing? Talk to the JobTek team

Simple pricing for your team

Pay per person who signs in, and choose the plan that gives your team the tools they need.

You pay for your team

Pay for office and field team members who need their own login. Vehicles and equipment are free bookable resources. Customer portal contacts are free on JobTek Professional.

No extra fees from JobTek

Online payments go through your own Stripe, GoCardless or PayPal account at that provider's standard rates. JobTek adds nothing on top.

Change plan any time

View all plans on the Subscription page in your company settings and switch between them in just a few clicks.

Choosing a plan for your field service team

Does the CRM plan include job management?

No. JobTek CRM covers enquiries and customer management. Choose Essentials or Professional for jobs, team scheduling, asset records, forms, quotes and invoices.

Which plan includes asset histories and inspection forms?

JobTek Essentials and Professional both include assets and forms. Managed trade records remain subject to the required individual and company credentials.

Which plan includes Auto Schedule and Xero?

JobTek Professional includes Auto Schedule, travel estimates, online quote acceptance and payments, the customer portal and accounting connections including Xero.

How do we price one office user and four field team members?

If all five people need to sign in, you need five paid user licences. Multiply the monthly per-user price of your chosen plan by five. Vehicles and equipment do not add user licence charges. Prices exclude VAT.

Explore everything JobTek offers, free for 30 days

Try JobTek Professional with every feature included and no card required. Sign up in a minute, then add your first customer, create a quote and set up a job in under 15 minutes.

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